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MBL Wealth’s Blackrock BLK Stock Holding History

MBL Wealth’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$984K Sell
1,023
-20
-2% -$20.7K 0.07% 139
2026
Q1 		$1M Buy
1,043
+74
+8% +$77.9K 0.08% 125
2025
Q4 		$1.04M Buy
969
+426
+78% +$466K 0.08% 116
2025
Q3 		$633K Sell
543
-22
-4% -$24.6K 0.06% 137
2025
Q2 		$593K Buy
565
+44
+8% +$41.6K 0.06% 131
2025
Q1 		$493K Buy
521
+94
+22% +$92.1K 0.05% 133
2024
Q4 		$438K Buy
+427
New +$433K 0.04% 146
2024
Q3 		– Sell
-421
Closed -$331K – 210
2024
Q2 		$331K Sell
421
-38
-8% -$29.6K 0.04% 152
2024
Q1 		$383K Buy
459
+11
+2% +$8.84K 0.04% 140
2023
Q4 		$364K Buy
448
+5
+1% +$3.49K 0.05% 131
2023
Q3 		$286K Buy
443
+52
+13% +$36.3K 0.04% 140
2023
Q2 		$270K Sell
391
-10
-2% -$6.7K 0.04% 141
2023
Q1 		$268K Buy
401
+35
+10% +$24.7K 0.04% 134
2022
Q4 		$259K Hold
366
– – 0.05% 136
2022
Q3 		$201K Hold
366
– – 0.04% 149
2022
Q2 		$223K Sell
366
-160
-30% -$104K 0.06% 128
2022
Q1 		$402K Buy
+526
New +$411K 0.1% 111
2021
Q1 		$423K Buy
562
+20
+4% +$14.5K 0.15% 97
2020
Q4 		$391K Buy
+542
New +$359K 0.15% 84

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MBL Wealth's BLK Position: Q2 2026 in Review

MBL Wealth reduced its Blackrock (BLK) stake by 1.9% in Q2 2026, selling an estimated $20.7K and leaving 1,023 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #139.

MBL Wealth first reported a position in BLK in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • MBL Wealth held 1,023 shares of Blackrock worth $984K as of Q2 2026.
  • MBL Wealth sold 20 Blackrock shares in Q2 2026, an estimated $20.7K.
  • Blackrock made up 0.07% of MBL Wealth's portfolio in Q2 2026, its #139 holding.
  • MBL Wealth first reported a position in Blackrock in Q4 2020 and has held it in 19 quarters since.
  • MBL Wealth's Blackrock position peaked at $1.04M in Q4 2025.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.